Creating Custom Reports
The Report Wizard enables you to easily create custom reports. This wizard provides a step-by-step process for walking you through the report creation. Once you have created a report, you can save it to a Report Design file for later use.
1. To start, select the Parts Table in the lower pane to make it active.
2. Select > . The Report Wizard starts and displays the Select Data Fields page.
Because the Parts Table is active, Prediction Parts is the default selection for Table type. To make report creation easier, all fields shown in the active table or form for the report are automatically selected.
3. To remove Part Classification (Prediction Parts) from the Selected fields list, select it and then click Remove.
4. In the same, also remove the following fields: Calculation Model (Prediction Parts), Tagged Part? (Prediction Parts), and Failure Rate, Percentage (Prediction Parts).
5. Make sure the following fields are in the Selected fields list: Name (Prediction Parts); Part Number (Prediction Parts); Category (Prediction Parts); Subcategory (Prediction Parts); Reference Designator (Prediction Parts); Quantity (Prediction Parts); and Failure Rate, Predicted (Prediction Parts).
6. Click Next. The Select Filter page appears.
7. Accept the default of -- No Filter -- and click Next. The Specify Data Grouping page appears. Here you can group records into categories.
For example, if you wanted to group records based on Category (Prediction Parts), your report would show all integrated circuits together in a section, all resistors together in a section, and so on. For this example, you do not want to group records in any way.
8. Leave Selected fields list empty and click Next. The Specify Sort page appears.
9. In the first selection box, select Failure Rate, Predicted (Prediction Parts). Clear the Ascending checkbox so that the failure rate data is sorted in descending order; then, click Next. The Select Layout page appears.
10. For Layout, select Horizontal.
11. For Orientation, select Landscape; then, click Next. The Report Style page appears.
12. Select Corporate and click Next. The Report Title page appears.
13. For Title, enter My Prediction Report; then, click Next. The Wizard Complete page appears.
14. Click Finish. The report is generated and opens in a preview window. The report lists all parts in order of descending failure rate.
You might notice a few items you want to modify in the Report Design. For example, perhaps you want to rename a column heading to make it more descriptive or to shorten it.
Also, notice that some columns are wrapping. In this case, you might want to change the width of these columns. The Report Wizard creates a base Report Design file that you can then modify to suit your needs. Although you can use the Report Designer to place data fields directly into a blank Report Design file that you create, using the Report Wizard to create the base file is far more efficient. You then only need to make minor adjustments to the resulting file.
15. Select > to close the window. The Report Design file remains open in the Report Designer.
In the design view, you can see the layout used to generate the report. You can now modify the Report Design file by adding new data fields, deleting fields, changing column widths, renaming column labels, and changing the report heading. You can also change colors, fonts, and other visual properties. Additionally, you can use more advanced features such as sorting, grouping, and filtering data. You can even define formulas and insert them in reports. The Report Designer is extremely powerful, enabling you to completely customize reports to suit your needs.
At this point, you can choose to save the Report Design file. Let’s assume that you want to save it.
16. Do the following to save the file:
a. Select > . The Save File As window opens.
b. For Name, enter My Prediction Report; then, click OK.
17. Select > . If you are asked if you want to save your changes, click No.
Your new Report Design file is now available in the Project Navigator under > . To generate this report at any time, you would click the report name.
If you want to generate multiple reports at one time, you can insert Report Design files in Report Binders files. For more information about all reporting features and functions, see the Windchill Risk and Reliability help or guide.